MPPLM

Midwest Professional Planners Ltd (MPPL) Portfolio holdings

AUM $380M
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.75M
3
+$2.74M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.66M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.06M

Top Sells

1
+$7.26M
2
+$4.31M
3
+$2.82M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.7M
5
MCO icon
Moody's
MCO
+$1.23M

Sector Composition

1 Technology 22.01%
2 Financials 10.63%
3 Industrials 8.97%
4 Healthcare 6.16%
5 Energy 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.89M 1.01%
50,133
-564
27
$2.8M 0.98%
66,409
-6,043
28
$2.8M 0.98%
22,414
-1,948
29
$2.75M 0.96%
8,153
-1,186
30
$2.74M 0.96%
+35,851
31
$2.71M 0.95%
23,757
-2,477
32
$2.66M 0.93%
+9,819
33
$2.65M 0.93%
8,986
+1,143
34
$2.64M 0.93%
17,742
+6,093
35
$2.62M 0.92%
23,696
+18,623
36
$2.54M 0.89%
9,086
+1,479
37
$2.51M 0.88%
22,724
-733
38
$2.33M 0.82%
9,413
+1,802
39
$2.3M 0.81%
8,088
-151
40
$2.22M 0.78%
4,643
-1,108
41
$2.18M 0.76%
17,323
-1,337
42
$2.14M 0.75%
4,398
+579
43
$2.05M 0.72%
46,402
+1,772
44
$2.01M 0.71%
8,835
+6,386
45
$1.89M 0.66%
11,958
-69
46
$1.85M 0.65%
11,571
-3,462
47
$1.84M 0.65%
7,238
+3,565
48
$1.84M 0.64%
9,293
+1,575
49
$1.82M 0.64%
9,180
+383
50
$1.77M 0.62%
15,270
-185
1
2
3 4 5